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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,074,742 |
Service code 37 · EIN 04-2647786 | Loan Processing | $450,199 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,104 | $68,330-16.4% | $149,740-61.9% | $96,393-40.8% |
| Participation rate | 97.2% | 74.6%+22.6pp | 78.8%+18.4pp | 71.3%+25.9pp |
| Annual return | 20.11% | 29.64%-9.5pp | 134.51%-114.4pp | 22.88%-2.8pp |
| Employer contribution / active EE | $1,520 | $2,139-28.9% | $4,821-68.5% | $3,239-53.1% |
| Participant deferral / active EE | $7,221 | $4,422+63.3% | $5,683+27.1% | $5,455+32.4% |
| Admin fee / account holder | $35 | $52-32.7% | $13,222-99.7% | $74-52.6% |